Account setup

This account setup webinar is a practical walkthrough of how Oneflow is structured and how to configure your account. We’ll explain how the account structure works, such as workspaces and roles, and what different user permissions control, so you can set things up in a way that fits your organisation.

You’ll learn how to add and manage users, assign the right access levels, and customise key account settings to support secure collaboration and smooth day-to-day work. By the end, you’ll know how to build a well-structured Oneflow account with permissions that match your processes and responsibilities.

Recommended Help Center articles

Buy seats / Invite users: https://support.oneflow.com/hc/en-se/articles/38614772037265-Buy-seats-Invite-users
Roles and permissions in Oneflow: https://support.oneflow.com/hc/en-se/articles/45520692545425
Custom roles: https://support.oneflow.com/hc/en-se/articles/45367299119249-Custom-roles
Grant access to a workspace: https://support.oneflow.com/hc/en-se/articles/38634930123409-Grant-access-to-a-workspace
Learn about workspaces: https://support.oneflow.com/hc/en-se/articles/38420463362833-Learn-about-workspaces
Create a workspace: https://support.oneflow.com/hc/en-se/articles/38421731762961-Create-a-workspace
Workspace branding: https://support.oneflow.com/hc/en-se/articles/38537417626897-Workspace-branding
Account Overview: https://support.oneflow.com/hc/en-se/articles/39092043558673-Account-Overview
Workspace message templates: https://support.oneflow.com/hc/en-se/articles/38529387208593-Workspace-message-templates



Helpful videos

How to set up your account: https://www.youtube.com/watch?v=KOjPDWmOBZw
Signatures & message templates: https://www.youtube.com/watch?v=LF4L7vkEkyU
How to import signed documents: https://www.youtube.com/watch?v=iFqfdouvaOY
Global search: https://www.youtube.com/watch?v=hbdXEnflyg8